The Alpha Fiduciary roster of open-end and exchange-traded funds has had below-average risk-adjusted performance, as evidenced by its average three-year Morningstar Rating of 1.0 stars.

Our investment team conducts a comprehensive quantitative and qualitative analysis of funds, using the extensive fund research and data that you’ve come to trust from Morningstar. Ongoing ...

For the first time since the DOL adopted its Voluntary Fiduciary Correction Program (VFC Program) in 2002, retirement plan sponsors will be able to utilize self–correction as an efficient means to ...

Baker Botts LLP will have to face fiduciary breach and unjust enrichment claims from the co-founder of an investment advisory firm who was sentenced to prison, a New York appellate court ruled ...

The following enhancement are proposed to the carried interest tax concession regime: A fund must undergo a certification process implemented by the HKMA in order to become a “qualifying payer ...

Today, Vanguard's fund lineup has expanded far beyond its mutual fund roots to include 88 exchange-traded funds. Yet, somewhat ironically, Vanguard's late founder and chairman, John Bogle ...

E. Napoletano is a former registered financial advisor and award-winning author and journalist. Doug Whiteman is an award-winning journalist with three decades of experience covering personal ...

If you agree with this perspective, then accessing short-term Treasurys through an exchange-traded fund (ETF) can provide safety of principal while delivering monthly income. "Treasury ETFs allow ...

You won’t have to go to a bank or credit union branch to conduct a withdrawal unless you need certified funds, like a cashier’s check. If you’re concerned with receiving the highest yield ...

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